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HMN vs NAC

HMN
Horace Mann Educators Corporation
NEUTRAL
Price
$45.80
Market Cap
$1.85B
Sector
Financial Services
AI Confidence
85%
NAC
Nuveen California Quality Municipal Income Fund
NEUTRAL
Price
$11.85
Market Cap
$1.84B
Sector
Financial Services
AI Confidence
80%

Valuation

P/E Ratio
HMN
11.74
NAC
--
Forward P/E
HMN
9.11
NAC
--
P/B Ratio
HMN
1.26
NAC
1.07
P/S Ratio
HMN
1.09
NAC
13.65
EV/EBITDA
HMN
12.27
NAC
--

Profitability

Gross Margin
HMN
38.12%
NAC
100.0%
Operating Margin
HMN
12.81%
NAC
84.0%
Profit Margin
HMN
9.53%
NAC
-87.75%
ROE
HMN
11.7%
NAC
--
ROA
HMN
1.0%
NAC
--

Growth

Revenue Growth
HMN
6.3%
NAC
--
Earnings Growth
HMN
-5.4%
NAC
--

Financial Health

Debt/Equity
HMN
1.1
NAC
0.75
Current Ratio
HMN
1.67
NAC
1.41
Quick Ratio
HMN
0.12
NAC
1.41

Dividends

Dividend Yield
HMN
3.14%
NAC
7.44%
Payout Ratio
HMN
35.9%
NAC
61.69%

AI Verdict

HMN NEUTRAL

HMN presents as a classic value play with a stable Piotroski F-Score of 4/9 and a current price ($45.80) trading significantly below its Graham Number of $56.57. While valuation metrics like the P/E (11.74) and Forward P/E (9.11) are attractive, the company is struggling with negative YoY earnings growth (-5.4%) and a bearish technical trend. Strong dividend sustainability (35.9% payout) and a consistent history of earnings beats provide a fundamental floor, but aggressive insider selling suggests a lack of confidence in near-term catalysts.

Strengths
Trading below Graham Number ($56.57)
Attractive Forward P/E of 9.11
Sustainable dividend with a low payout ratio (35.9%)
Risks
Negative YoY earnings growth (-5.4%) and EPS decline (-25.3%)
Bearish insider sentiment with 7 sells and 0 buys
Very low Quick Ratio (0.12) indicating potential liquidity tightness
NAC NEUTRAL

NAC exhibits a weak deterministic health profile with a Piotroski F-Score of 3/9, indicating deteriorating fundamental trends. While the fund has delivered strong 1-year (+17.9%) and 3-year (+33.7%) price appreciation, the current technical trend is heavily bearish (0/100). The investment case relies primarily on its 7.44% dividend yield and a sustainable payout ratio of 61.69%, though it currently trades at a slight premium to book value (P/B 1.07).

Strengths
Attractive dividend yield of 7.44%
Sustainable payout ratio at 61.69%
Strong 3-year price appreciation of 33.7%
Risks
Weak Piotroski F-Score (3/9) suggesting poor financial health trends
Severely bearish technical trend (0/100)
Trading at a premium to Net Asset Value (P/B 1.07)

Compare Another Pair

HMN vs NAC: Head-to-Head Comparison

This page compares Horace Mann Educators Corporation (HMN) and Nuveen California Quality Municipal Income Fund (NAC) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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